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AN

Arthur G. Nunes

NORTHWEST ASSET MANAGEMENT
Kirkland, WA
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CRD#: 1192562
AN

Professional summary


Arthur Geronimo Nunes JR, who also goes by Arthur Geronimo Nunes, is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Kirkland, Washington.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Arthur has worked at 7 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Arthur Geronimo Nunes

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Licensed Real Estate Broker with KELLER WILLIAMS REAL ESTATE FROM 11/2014 TO PRESENT. Works with his spouse under the name: Nunes Group Real Estate. Approximately 40 hours monthly of which 15-30 are during market hours. (2) Mr. Nunes also owns a condo which is rental property.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Arthur Geronimo Nunes JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 30, 2010 - Present

NORTHWEST ASSET MANAGEMENT

RIA
CRD#: 147923
Kirkland, WA
Past

June 24, 2003 - January 3, 2011

IMS CAPITAL MANAGEMENT

RIA
CRD#: 105939
BELLEVUE, WA
Past

March 2, 1998 - June 12, 2003

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 23, 1996 - June 12, 2003

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
SEATTLE, WA
Past

April 4, 1995 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

July 31, 1993 - March 31, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 8, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 23, 1983 - March 22, 1988

MORGAN STANLEY DW INC.

BD
CRD#: 7556

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 147923 / SEC#: 801-69483

RIA
Registered Investment Advisory firm - (8/20/2008 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/4/2013)
IAR
Washington
(11/30/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/11/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 147923 / SEC#: 801-69483

RIA
Registered Investment Advisory firm - (8/20/2008 Approved)
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Contact information


Main Address
2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040
Mailing Address
Phone number
(206) 838-3680
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (40 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (147923) (3/31/2025)

Regulatory assets under management


Total Number of Accounts8,844
AUM (Assets Under Management)$ 3,608,262,509

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTHWEST ASSET MANAGEMENT

CRD#: 147923Kirkland, WA

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Contact information


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